Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,913 | $104,251-42.5% | $91,004-34.2% | $147,586-59.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.04% | 27.06%-10.0pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $5,899 | $3,116+89.3% | $2,456+140.2% | $4,876+21.0% |
| Participant deferral / active EE | $1,357 | $4,195-67.7% | $3,548-61.8% | $5,439-75.1% |
| Admin fee / account holder | $2,833 | $8,948-68.3% | $5,417-47.7% | $10,886-74.0% |